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Ariana Ubina
Apr 25, 2022
4 min
A home for orphans
Padilla explains how social media research and setting expectations ensure a positive transition for clients needing a new advisor.
Ariana Ubina
Dec 14, 2021
4 min
How to foster orphan clients
Peter Kriz Padilla, a seven-year MDRT member, shares his recommendations to ensure a positive transition for advisor and client.